Omaha, NE logo

Omaha, NE Office

Team
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America First Investment Advisors LLC logo

America First Investment Advisors LLC

Team

Firm-wide stats for America First Investment Advisors LLC

Total advisors

7

Across 2 offices

Clients per advisor

37 Low

Avg AUM per client

$2,521,835 Very High

HNW client ratio

67% Very High

About

America First Investment Advisors provides discretionary portfolio management and financial planning for individuals, employee benefit plans, trusts, estates, charitable organizations, and other entities. The firm manages portfolios primarily in individual stocks, fixed‑income investments and money‑market funds, and typically implements fixed‑income exposure through exchange‑traded funds.

AFIA follows a value‑oriented equity process that emphasizes balance sheet strength, cash flow and management capital allocation, and typically holds 15–25 equity positions when fully invested; for smaller accounts it may use ETFs or no‑load mutual funds to achieve similar exposures. The firm requires clients to sign an Investment Advisory Agreement granting discretionary authority, and generally establishes new relationships with clients who have at least $300,000 in investable assets.

Several features distinguish AFIA from many peers: the firm distributes periodic client communications and uses endorsements and third‑party ratings in its advertising, practices that are uncommon for similar team advisers. AFIA is majority‑owned by employees through a holding company (and a limited number of clients also hold ownership interests), has specific policies allowing transactions between those owner‑clients and the firm under disclosed procedures, participates in Charles Schwab’s institutional advisor program and accepts certain services from broker‑dealers, and handles standing letters of authorization that create limited custody considerations.

Based on America First Investment Advisors LLC

Expertise

General retirement planning Income planning Active portfolio management Passive / index investing

Based on America First Investment Advisors LLC

Occupation focus

Founder/Business Owner

Based on America First Investment Advisors LLC

Location

10050 Regency Circle, Suite 515

Omaha NE 68114-3721

Advisors at this office

6

Advisors at this office

user avatar

Andrew H

Series 65

Omaha, NE

America First Investment Advisors LLC

Andrew Holloway is a financial advisor at America First Investment Advisors LLC with two years of industry experience. He holds a Series 65 credential and previously worked at Agile Sports Technologies, Inc. and Deloitte & Touche LLP. Holloway is a licensed certified public accountant but currently does not provide CPA services outside of his role at the firm. America First Investment Advisors offers discretionary portfolio management and financial planning for individuals, employee benefit plans, and other entities. The firm uses a value-oriented equity process focused on balance sheet strength, cash flow, and management capital allocation, typically managing portfolios with 15–25 equity positions or ETFs for smaller accounts.

General retirement planning Income planning Active portfolio management Passive / index investing Founder/Business Owner
user avatar

Katerina W

CFP®, Series 63, Series 65

Omaha, NE

America First Investment Advisors LLC

Katerina Wiese is a CFP® with 18 years of industry experience and is currently with America First Investment Advisors LLC, where she has worked since 2008. She is the sole owner of a childcare and preschool business, Little Red School House Childcare and Preschool. America First Investment Advisors provides discretionary portfolio management and financial planning primarily for individuals, employee benefit plans, and charitable organizations. The firm follows a value-oriented equity process and manages portfolios using individual stocks, fixed-income investments, and ETFs.

General retirement planning Income planning Active portfolio management Passive / index investing Founder/Business Owner
user avatar

Amy B

Series 65

Omaha, NE

America First Investment Advisors LLC

Amy Byrne is a financial advisor at America First Investment Advisors LLC with seven years of industry experience. She holds a Series 65 designation and has worked at America First since 2018, following a nearly three-decade career at Westchester Capital Management. America First Investment Advisors provides discretionary portfolio management and financial planning for individuals, employee benefit plans, trusts, estates, charitable organizations, and other entities. The firm employs a value-oriented equity approach focused on balance sheet strength, cash flow, and management capital allocation, primarily investing in individual stocks, fixed-income securities, and money-market funds.

General retirement planning Income planning Active portfolio management Passive / index investing Founder/Business Owner
user avatar

Matthew H

CFP®, Series 65

Omaha, NE

America First Investment Advisors LLC

Matthew Holloway is a CFP® with 19 years of experience currently serving as an advisor at America First Investment Advisors LLC in Omaha, NE. He has been with the firm since 2014. America First Investment Advisors provides discretionary portfolio management and financial planning for individuals, employee benefit plans, trusts, estates, charitable organizations, and other entities. The firm follows a value-oriented equity process focusing on balance sheet strength, cash flow, and management capital allocation, and typically manages portfolios with 15–25 equity positions or uses ETFs for smaller accounts.

General retirement planning Income planning Active portfolio management Passive / index investing Founder/Business Owner
user avatar

Stephen P

Series 65

Omaha, NE

America First Investment Advisors LLC

Stephen Perry is a financial advisor at America First Investment Advisors LLC in Omaha, NE. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining America First Investment Advisors, he worked at Spreetail and FNBO. America First Investment Advisors provides discretionary portfolio management and financial planning for individuals, employee benefit plans, trusts, estates, charitable organizations, and other entities. The firm follows a value-oriented equity process and typically manages portfolios with 15 to 25 equity positions, using ETFs or no-load mutual funds for smaller accounts.

General retirement planning Income planning Active portfolio management Passive / index investing Founder/Business Owner
user avatar

Barry D

CFA®, Series 63

Omaha, NE

America First Investment Advisors LLC

Barry Dunaway is a CFA® charterholder with 26 years of industry experience. He has been with America First Investment Advisors LLC since 2004 and holds a Series 63 license. He is based in Omaha, NE, and works within a seven-advisor team at the firm. America First Investment Advisors provides discretionary portfolio management and financial planning services for a range of clients, including individuals, employee benefit plans, trusts, estates, and charitable organizations. The firm follows a value-oriented equity approach, primarily investing in individual stocks, fixed-income securities, and money-market funds, often using exchange-traded funds for fixed-income exposure.

General retirement planning Income planning Active portfolio management Passive / index investing Founder/Business Owner
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